Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,877 | $115,796-87.2% | $101,264-85.3% | $158,950-90.6% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 64.30% | 56.15%+8.1pp | 46.48%+17.8pp | 302.91%-238.6pp |
| Employer contribution / active EE | $1,209 | $4,175-71.0% | $3,660-67.0% | $4,762-74.6% |
| Participant deferral / active EE | $2,213 | $4,958-55.4% | $4,370-49.4% | $5,983-63.0% |
| Admin fee / account holder | $4,393 | $7,247-39.4% | $5,947-26.1% | $11,248-60.9% |